Markle Financial LLC

Markle Financial LLC (CRD# 302088) is a financial advisory firm headquartered in Laramie, WY. They manage $97,301,261 in 505 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
506 S. 21st. St. Suite 101, Laramie, WY 82070
https://marklefinancial.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    505
    ACCOUNTS
  • Average Account Value
    $192,676
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NE, NH, PA, TX, WY

Financial Advisors at Markle Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Shannon Markle, financial advisor Laramie WY
Shannon M. Markle
CRD#: 4358151
506 S. 21st. St. Suite 101, Laramie, WY 82070

Shannon Markle (CRD# 4358151) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 23 years of experience in the finance industry.

2
Taylor Barton, financial advisor Laramie WY
Taylor D. Barton
CRD#: 7337991
506 S. 21st. St. Suite 101, Laramie, WY 82070

Taylor Barton (CRD# 7337991) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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